Agent Dashboards

General

LoanPro lets you create dashboards and assign them to agent users. These dashboards can be customized to show information needed by the agents. The dashboard is the first place an agent user is taken upon login to LoanPro. The dashboard can be thought of as the home page of the LoanPro application.

Creating a Dashboard

You can create a new dashboard by navigating to Dashboards.

To create a new dashboard, click Add.

Enter a title for the dashboard in the “Title” field. The title should distinguish this dashboard from any others you may create. Choose if the dashboard will be "Active" and the "Visibility" setting. Click Save.

The new dashboard will now be listed. You can delete the dashboard by clicking  delete. You can view the dashboard by clicking  open_in_new. If you click to view the dashboard, it will be empty at this point.

We refer to the individual items that contain dashboard content as widgets. Widgets can be added from this page, but if this is the first time you’ve created a dashboard, you likely haven’t created any widgets. Three default widgets are available for your use. They are titled, Help, Notifications, and System Status. These widgets can be used on your dashboard or can simply be used as templates or examples to help in creating your own widgets. Later on, this article will explain how to add a widget to your dashboard.

Create Dashboard Widgets

Dashboard widgets can be created from the  Loan Manager. To create a widget, navigate to Loans > Loan Manager.

Clicking widgets will allow you to create a new widget. This widget will take into account the search parameters present when the widget icon was clicked. Make sure you perform the loan search you want before creating the widget.

You can now enter the information for the widget. Enter a title for the widget in the “Widget Title” field that will distinguish this widget from others you might create. Select a date from the “Date Field” drop down. The date you select will be the date used when you filter data by a date range.

So, on the dashboard, if you choose a date range of 01/01/2018 – 03/01/2018 and you chose “Created Date” as the Date Field option, this widget will only show data from loans that were created within the selected date range (01/01/2018 – 03/01/2018).

Choose a chart type. The chart type will determine how the data is displayed. Each chart type has different options as outlined below:

Pie Chart

  • Selected Column – This option lets you select the column from the loan manager that represents the data this widget will show. For example, if you choose “Amount Past Due” as the selected column, the data displayed by the widget will be the amount past due for loans in your search.
  • Max Slices To Display – This is the maximum number of slices in the pie chart. The largest slices will always have priority, so if you reduce the number of max slices, the smaller ones will be grouped together/not shown.
  • Grouped By – You can choose how the data will be grouped (e.g. by loan status or portfolio). The groupings will determine the slices of the chart.
  • Dashboard – Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.

Bar Chart

  • Selected Column – This option lets you select the column from the loan manager that represents the data this widget will show. So, for example, if you choose “Amount Past Due” as the selected column, the data displayed by the widget will be the amount past due for loans in your search.
  • Max Bars To Display – This is the maximum number of bars in the bar chart. The largest bars will always have priority, so if you reduce the number of max bars, the smaller ones will be grouped together/not shown.
  • Grouped By – You can choose how the data will be grouped (e.g. by loan status or portfolio). The groupings will determine the bars of the chart.
  • Dashboard – Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.

Line Graph

  • Grouped By – You can choose how the data will be grouped (e.g. by loan status or portfolio). The groupings will determine the lines on the chart. If you don’t choose to group the data, you can enter Selected Fields which will determine the lines on the chart.
  • Dashboard – Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.
  • Selected Fields – Choose up to five pieces of data that will each be shown as a line on the chart. The pieces of data must all be of the same data type (e.g. number, date).
  • Selected Column – If you chose to group the data, this option lets you select the column from the loan manager that represents the data this widget will show. This option will not be available if you chose to use the Selected Fields option.

Table

  • Max Records To Display – This is the maximum number of records in the table. The largest data sets will always have priority. If you reduce the number of max records, the smaller ones will be grouped together/not shown.
  • Dashboard – Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.
  • Selected Columns – Choose up to five pieces of data that will each be shown as a line on the chart.

Progress Gauge

  • Selected Column – This option lets you select the column from the loan manager that represents the data this widget will show. So, for example, if you choose “Amount Past Due” as the selected column, the data the widget will show will be the amount past due for loans in your search.
  • Dashboard – Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.

Once you have entered the data for your widget, click Save. Note, each widget you create has its own refresh frequency as well.

Add Widgets to a Dashboard

You can add the widgets you created to a dashboard in the create widget popup, and you can also add widgets from the Dashboards page. To do this, navigate to Dashboards.

Click  open_in_new for any dashboard to get to its main page.

To add a widget, click Dashboard and select “Add Widget”.

Check the box to the right of any widget you want to add to the dashboard and click Add.

Widgets that have been added can be moved around in the dashboard by clicking the top bar of the widget and dragging and dropping it in a new location.

Customer Manager

Widgets can also be created from the Customer Manager. To get to the customer manager, navigate to Users > Customer Manager inside your LoanPro account.

Click the widgets button to create a new widget.

The creation of widgets works similarly to creating widgets from the Loan Manager. See the section above for more information.

Share Dashboards to Users

To assign a dashboard to a user, navigate to the dashboard page by navigating to Dashboards and clicking  open_in_new to the right of the dashboard you want to assign.

Click Dashboard and select “Edit”. From the “Visibility” drop-down, choose “Shared”.

Click “Search agents” and/or “Search roles” and select from the drop-down the agent users and/or the roles that the dashboard should be assigned to. When you’re done, click Save.

If you need to edit the order of the widgets or add/remove widgets from a dashboard shared with another user, you can do so from the main page of that dashboard.

Drag and drop the widgets in what place/order you would like. To remove a widget, select the white box in the top right of the widget and then click Remove. To add additional widgets, click Dashboard in the top right of the screen. Select Add Widget from the drop down option bar.


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